Business Processing Administrator

Chase de Vere Medical; Manchester; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday

Birthday day off

Life assurance – 4 x salary

Induction and training programme

Funded exams and paid study leave

Cycle to work scheme

Volunteering days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion group

Job summary

Chase de Vere Medical in Manchester is seeking an Administrator to deliver an efficient and effective support service to our Advisers and clients, while ensuring compliance with FCA regulations. You will assist with processing new business and maintaining excellent client service.

You will manage fees, perform compliance checks, own cases through to completion, and foster strong relationships with Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team.

Qualifications

• Good communication skills, both verbal and written.
• Excellent prioritisation and organisational skills.
• Attention to detail and accuracy in processing.
• Ability to work as part of a team and independently.

Responsibilities

• Deliver an efficient and effective support service to Advisers and clients.
• Assist Advisers in processing of new business and client service.
• Carry out compliance document checks in line with FCA guidelines.
• Take ownership of business processing through to completion and update parties throughout the process.
• Maintain relationships with Client Support Administrators, Paraplanners, Advisers and management.

Skills

Communication skills

Organisation

Attention to detail

Prioritisation

Education

A-Level or equivalent

Job description

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for Administrators that want to play a crucial part in improving people’s lives. We work at pace but as One Team.

What your role will involve

The key function of the role is to deliver an efficient and effective support service to our Advisers, while providing an excellent service to our clients.

You will assist the Advisers in the processing of new business, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure.

Your Day To Day Role

• To ensure that all fees related to business processing are produced and followed up as required
• To carry out compliance documents checks in accordance with FCA guidelines and internal business standards
• To take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process
• Developing and maintaining good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team
• Liaise with external providers to ensure the timely completion of transfers that affect client portfolios

What you will need

• Qualified to A-Level standard or equivalent essential
• Good communication skills, both verbal and written, with the ability to instil confidence
• Excellent prioritisation and organisational skills
• Excellent attention to detail

What’s in it for you?

• Opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Two paid volunteering days each year, to support your local community
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities